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Beneficiary addition form 2026
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- Click ‘Get Form’ to open the beneficiary addition form in the editor.
- Begin by entering your Account Number and Rep Code at the top of the form. This information is essential for identifying your registered account.
- Fill in your Account Name, ensuring it matches the name associated with your registered account.
- For RIF accounts, designate an Elected Annuitant by providing their Name and Social Insurance Number.
- In the Beneficiary Designation section, list up to seven beneficiaries. For each, enter their Name, Social Insurance Number, Relationship to you, and Percent Allocated. Ensure that the total percentage equals 100%.
- Review all entered information for accuracy before proceeding to sign the form.
- Sign and date the form at the bottom to confirm your beneficiary designations are correct and understood.
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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2014 | 4.8 Satisfied (139 Votes) |
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